Northwestern Mutual Wealth Management’s Whitestone REIT WSR Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio WSR Stock Details WSR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$517	Buy	+32	New	+$482	﹤0.01%	3851
2022 Q2	–	Sell	-2,552	Closed	-$34K	–	3511
2022 Q1	$34K	Buy	+2,552	New	+$29.3K	﹤0.01%	2103
2021 Q3	–	Sell	-1,500	Closed	-$12K	–	3240
2021 Q2	$12K	Buy	+1,500	New	+$13.5K	﹤0.01%	2375
2016 Q1	–	Sell	-165	Closed	-$2K	–	2308
2015 Q4	$2K	Buy	+165	New	+$1.99K	﹤0.01%	1460

Other funds holding WSR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

ICM

Irenic Capital Management New York $1.54B AUM 12.79% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

GKIM

GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

NAM

Nexpoint Asset Management Dallas, Texas $1.49B AUM 61.08% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

CCM

Chilton Capital Management Houston, Texas $2.87B AUM 25.44% 1-Year Est. Return

Northwestern Mutual Wealth Management's WSR Position: Q1 2026 in Review

Northwestern Mutual Wealth Management opened a new position in Whitestone REIT (WSR) in Q1 2026: 32 shares worth $517. The stake represents ﹤0.01% of the portfolio and ranks #3851 among its holdings. This is a return to the name: Northwestern Mutual Wealth Management previously reported a position in WSR as recently as Q1 2022.

Northwestern Mutual Wealth Management first reported a position in WSR in Q4 2015 and has held it in 4 quarters since. The position peaked at $34K in Q1 2022. 220 funds tracked by Wall St. Rank hold WSR as of Q1 2026.

Northwestern Mutual Wealth Management held 32 shares of Whitestone REIT worth $517 as of Q1 2026.
Whitestone REIT was a new Northwestern Mutual Wealth Management position in Q1 2026.
Whitestone REIT made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #3851 holding.
Northwestern Mutual Wealth Management first reported a position in Whitestone REIT in Q4 2015 and has held it in 4 quarters since.
Northwestern Mutual Wealth Management's Whitestone REIT position peaked at $34K in Q1 2022.
220 funds tracked by Wall St. Rank held Whitestone REIT as of Q1 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.